All You Need To Know About Microsoft Business Central

Microsoft Business Central : We know that in the day to day of a company there is a lot of data that is managed and to which it must have access. Microsoft Dynamics 365 Business Central allows data management, access and processing to be carried out quickly to obtain valuable information and carry out decision-making in the best possible way.

In this post we want to give you some guidelines on how to search and filter ; differences between these two terms and some ideas on how to execute these two actions in the most efficient way.

Search And Filter Differences?

When talking about search and filtering, we can think that both terms will give us the result we want when doing these actions. Thinking that these two terms are the same is a mistake because each one has specific characteristics and functions.

The search action is a simple act and with a wide margin . For example, in a ( Microsoft Business Central) search the records match the search text within the visible fields of the page without being case sensitive.

Instead, there are special characters that make the search more exact, such as:

Values ​​in which the full text and the case must match, we will use the single quotes ‘ ‘ . For example: ‘man’

Values ​​in which the field begins with a specific text and that match the case, we will use * followed by the search text. For example: man* .

Values ​​that end with a certain text and match the case, first enter * and then the text to search for. For example: *man .

When using ‘ ‘ or * , the search engine is case sensitive. Now, so that there is no distinction between upper and lower case, we must introduce before the search text @ . For example: @man*

Filtering is much more flexible and versatile as it allows the application of specific fields, even those fields that are not visible within the page. For example, it shows the number of exact matches for records, is case sensitive, allows you to set search symbols. Filtering, therefore, allows you to display account records, dates and amounts, and any other information as long as the filter criteria is specified.

Keyboard Commands To Search And Filter

Many of the users prefer to carry out the search and filter actions without the need to interact with the mouse in order to process the data more efficiently. For those who prefer to use the keyboard, there are several keys which are a shortcut that can be used in sequence and allows greater agility.

Alt + down arrow Open a dropdown list or look up a field value

Alt + right arrow View of the transactions that have given rise to a calculated value of a field

Alt + F2 Shows or hides the Fact Box panel

Alt + Q (Ctrl + Alt +Q) Opens the Tell me what you want to do box and will help us find a page, report or action on the page or article in the documentation

Alt + T Opens the My Settings page

Alt + Up Arrow Displays a tooltip for a field or column header in a table.

Ctrl +F1 Opens the Business Central help for the page

Ctrl +F5 Reload the Business Central app

Ctrl+ F12 Switch between wide and narrow design view

Do I Have The Filter Panel Available In All Lists?

Yes. The filter panel is always available on pages where the list is the main content, spreadsheets and list pages are included within the navigation bar. In contrast, lists that are presented as parts, such as FastTabs or are part of some workspaces, are not yet available.

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How Can I Save The Filters?

The time that our session lasts (time we spend connected) is the time in which those filters and adjustments that we have introduced will remain saved. On the other hand, the texts that are entered in the searches are not saved if we leave the page.

Parts of a filter panel

Working with a filter panel ( Shift +F3 ) will allow us to display the current filters in a list which allows us to configure our own filters or fields.

The filter panel is divided into three main sections:

Views

Views are variations that appear in the list and have been preconfigured with filters. Switching from a view other than the list is simply by selecting another link. Filters can be changed temporarily, but they will not be saved permanently.

Filter list by

The filter list by section is where filters are added in specific fields to reduce the number of records presented. If we want to add a filter, we’ll select + Filter , select the field we want to filter from any field in the table, and enter the following filter criteria in the box.

Filter totals by

Some of the lists that incorporate calculated fields, such as quantities and amounts, also include Filter totals by , where we can adjust different dimensions that influence the calculations.

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